Difference between revisions of "Freeside:4.3:Changelog"
From Freeside
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* Census block coding: Fix map-based census coding for unknown locations (previously used the US Census service site which is now gone, built an internal re-implementation) | * Census block coding: Fix map-based census coding for unknown locations (previously used the US Census service site which is now gone, built an internal re-implementation) | ||
| + | * Google maps integration fixes for new API key requirements (also need to put a card on file and enable with Google) | ||
== Packages == | == Packages == | ||
| Line 24: | Line 25: | ||
* In suspension and cancellation popups, show information about which services will be unprovisioned to external systems. | * In suspension and cancellation popups, show information about which services will be unprovisioned to external systems. | ||
* Option to carry discounts through package changes | * Option to carry discounts through package changes | ||
| + | * Improve bulk package edit UI | ||
== Payments == | == Payments == | ||
| + | * Streamlined amount selection UI for payments | ||
* Use new-style message templates for payment receipts | * Use new-style message templates for payment receipts | ||
* Option for flat credit card surcharge in addition to percentage | * Option for flat credit card surcharge in addition to percentage | ||
| − | * | + | * Option to surcharge for back-office payment processing (i.e. for a pay-by-phone "convenience fee") |
== Discounts == | == Discounts == | ||
| Line 37: | Line 40: | ||
== Invoices == | == Invoices == | ||
| + | * Option to relocate the payment coupon to the top | ||
| + | * Show taxes per section when using invoice sections | ||
* Re-factored invoice substitutions to correct multiple edge cases with summaries, fees, sections, custom templates and custom substitutions. | * Re-factored invoice substitutions to correct multiple edge cases with summaries, fees, sections, custom templates and custom substitutions. | ||
| Line 45: | Line 50: | ||
== Change history == | == Change history == | ||
| − | * Included notes and | + | * Included notes, tags and contact changes |
= Reporting = | = Reporting = | ||
| − | * Include 2018+ | + | * Include 2018-2019+ |
* New customer referral report | * New customer referral report | ||
* New customer time span report | * New customer time span report | ||
| + | * New future card charges report | ||
| + | * New event fee report | ||
| + | * Improved customer contact report | ||
* Improved wireless broadband service report | * Improved wireless broadband service report | ||
* Search payments by customer location fields | * Search payments by customer location fields | ||
| Line 65: | Line 73: | ||
* Ooma integration | * Ooma integration | ||
* Acme Packet CDRs | * Acme Packet CDRs | ||
| + | * ANI networks CDRs | ||
* Extended Vitelity integration with E911 and LNP (porting) | * Extended Vitelity integration with E911 and LNP (porting) | ||
* Update VoIP Innovations CDR import for new hostname and SSL requirement | * Update VoIP Innovations CDR import for new hostname and SSL requirement | ||
| Line 72: | Line 81: | ||
* Integration with [http://csilongwood.com/ Compliance Solutions] tax rating service as an alternative to SureTax or Avalara. | * Integration with [http://csilongwood.com/ Compliance Solutions] tax rating service as an alternative to SureTax or Avalara. | ||
| + | * Improved Washington state taxation | ||
| + | * Bulk edit tax rates | ||
= Quotations = | = Quotations = | ||
| Line 99: | Line 110: | ||
= Provisioning exports = | = Provisioning exports = | ||
| + | * Saisei integration | ||
* Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers) | * Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers) | ||
| − | * HTTP/HTTPS export hooks for Fiber and | + | * HTTP/HTTPS export hooks for Fiber, DSL, cable, phone, circuit, hardware and svc_external services |
| − | |||
= Billing events = | = Billing events = | ||
| Line 116: | Line 127: | ||
* Added contact import | * Added contact import | ||
* Fixed fees | * Fixed fees | ||
| + | * Added svc_realestate service for tracking real estate rentals | ||
Revision as of 17:20, 1 January 2019
Contents
Notes
This is the changelog for the 4.3 release.
For a more detailed, raw log of changes, see the git log
OS Support
- Debian 7 (wheezy) support has been dropped. Please upgrade to Debian 8 (jessie) before upgrading to 4.3.
- Debian 9 (stretch) support has been added.
UI
- More UI styling and cleanup
Customers
Locations
- Census block coding: Fix map-based census coding for unknown locations (previously used the US Census service site which is now gone, built an internal re-implementation)
- Google maps integration fixes for new API key requirements (also need to put a card on file and enable with Google)
Packages
- In suspension and cancellation popups, show information about which services will be unprovisioned to external systems.
- Option to carry discounts through package changes
- Improve bulk package edit UI
Payments
- Streamlined amount selection UI for payments
- Use new-style message templates for payment receipts
- Option for flat credit card surcharge in addition to percentage
- Option to surcharge for back-office payment processing (i.e. for a pay-by-phone "convenience fee")
Discounts
- Discounts on one-time charges
Invoices
- Option to relocate the payment coupon to the top
- Show taxes per section when using invoice sections
- Re-factored invoice substitutions to correct multiple edge cases with summaries, fees, sections, custom templates and custom substitutions.
Attachments
- Optimized attachment upload, allowing larger attachments
Change history
- Included notes, tags and contact changes
Reporting
- Include 2018-2019+
- New customer referral report
- New customer time span report
- New future card charges report
- New event fee report
- Improved customer contact report
- Improved wireless broadband service report
- Search payments by customer location fields
- Search by number of referred customers and their status
- Backdate FCC 477 deployment zones
- Search packages by suspension reasons
- Added revenue difference to package churn report
VoIP/Telco
- FreeSWITCH CDRs
- Asterisk v12 CDRs
- Ooma integration
- Acme Packet CDRs
- ANI networks CDRs
- Extended Vitelity integration with E911 and LNP (porting)
- Update VoIP Innovations CDR import for new hostname and SSL requirement
- Option to mark CDRs for reprocessing when voiding an invoice
Taxation
- Integration with Compliance Solutions tax rating service as an alternative to SureTax or Avalara.
- Improved Washington state taxation
- Bulk edit tax rates
Quotations
- Add quotation description
- Show a total first payment possible range for prorated packages
- PDF and residential quotation fixes
- Add option for a default close date
Customer self-service
- Fix self-service contact login
- Directly change contact passwords in backend without an end-customer reset email
- New wordpress plugin, for adding self-service functionality to wordpress sites
- Option to disable changing electronic check information
- Option to disable package changes per agent
Ticketing
- Automatically create a customer contact for new ticketing Requestors
- Access control to disable new activity indicator in header
- Added AutoreplyOrCorrespondence template [https://rt-wiki.bestpractical.com/wiki/AutoreplyOrCorrespondence]
- Added ticket action Quiet Resolve
- Request Tracker updated from 4.2.13 to 4.2.14
Provisioning exports
- Saisei integration
- Expect-style SSH scripting for interacting with remote systems which cannot run scripts (e.g. Cisco routers)
- HTTP/HTTPS export hooks for Fiber, DSL, cable, phone, circuit, hardware and svc_external services
Billing events
- New conditions: residential/commercial, number of referred customers, check customer tag (for all event types), contract end date
- Improved discount action: package class selection, once per customer option
- Made HTTP/HTTPS POST and email actions available for all event types
- New actions: add and remove customer tags
- New action: send SMS (via carrier email gateway)
Misc
- Fixed customer import
- Added contact import
- Fixed fees
- Added svc_realestate service for tracking real estate rentals
